OpenSearch/docs/plugins/cloud-aws.asciidoc

[[cloud-aws]]
=== AWS Cloud Plugin

The Amazon Web Service (AWS) Cloud plugin uses the
https://github.com/aws/aws-sdk-java[AWS API] for unicast discovery, and adds
support for using S3 as a repository for
{ref}/modules-snapshots.html[Snapshot/Restore].

[[cloud-aws-install]]
[float]
==== Installation

This plugin can be installed using the plugin manager:

[source,sh]
----------------------------------------------------------------
sudo bin/plugin install cloud-aws
----------------------------------------------------------------

The plugin must be installed on every node in the cluster, and each node must
be restarted after installation.

[[cloud-aws-remove]]
[float]
==== Removal

The plugin can be removed with the following command:

[source,sh]
----------------------------------------------------------------
sudo bin/plugin remove cloud-aws
----------------------------------------------------------------

The node must be stopped before removing the plugin.

[[cloud-aws-usage]]
==== Getting started with AWS

The plugin will default to using
http://docs.aws.amazon.com/AWSEC2/latest/UserGuide/iam-roles-for-amazon-ec2.html[IAM Role]
credentials for authentication. These can be overridden by, in increasing
order of precedence, system properties `aws.accessKeyId` and `aws.secretKey`,
environment variables `AWS_ACCESS_KEY_ID` and `AWS_SECRET_KEY`, or the
elasticsearch config using `cloud.aws.access_key` and `cloud.aws.secret_key`:

[source,yaml]
----
cloud:
    aws:
        access_key: AKVAIQBF2RECL7FJWGJQ
        secret_key: vExyMThREXeRMm/b/LRzEB8jWwvzQeXgjqMX+6br
----

[[cloud-aws-usage-security]]
===== Transport security

By default this plugin uses HTTPS for all API calls to AWS endpoints. If you wish to configure HTTP you can set
`cloud.aws.protocol` in the elasticsearch config. You can optionally override this setting per individual service
via: `cloud.aws.ec2.protocol` or `cloud.aws.s3.protocol`.

[source,yaml]
----
cloud:
    aws:
        protocol: https
        s3:
            protocol: http
        ec2:
            protocol: https
----

In addition, a proxy can be configured with the `proxy_host` and `proxy_port` settings (note that protocol can be
`http` or `https`):

[source,yaml]
----
cloud:
    aws:
        protocol: https
        proxy_host: proxy1.company.com
        proxy_port: 8083
----

You can also set different proxies for `ec2` and `s3`:

[source,yaml]
----
cloud:
    aws:
        s3:
            proxy_host: proxy1.company.com
            proxy_port: 8083
        ec2:
            proxy_host: proxy2.company.com
            proxy_port: 8083
----

[[cloud-aws-usage-region]]
===== Region

The `cloud.aws.region` can be set to a region and will automatically use the relevant settings for both `ec2` and `s3`.
The available values are:

* `us-east` (`us-east-1`)
* `us-west` (`us-west-1`)
* `us-west-1`
* `us-west-2`
* `ap-southeast` (`ap-southeast-1`)
* `ap-southeast-1`
* `ap-southeast-2`
* `ap-northeast` (`ap-northeast-1`)
* `eu-west` (`eu-west-1`)
* `eu-central` (`eu-central-1`)
* `sa-east` (`sa-east-1`)
* `cn-north` (`cn-north-1`)

[[cloud-aws-usage-signer]]
===== EC2/S3 Signer API

If you are using a compatible EC2 or S3 service, they might be using an older API to sign the requests.
You can set your compatible signer API using `cloud.aws.signer` (or `cloud.aws.ec2.signer` and `cloud.aws.s3.signer`)
with the right signer to use. Defaults to `AWS4SignerType`.

[[cloud-aws-discovery]]
==== EC2 Discovery

ec2 discovery allows to use the ec2 APIs to perform automatic discovery (similar to multicast in non hostile multicast
environments). Here is a simple sample configuration:

[source,yaml]
----
discovery:
    type: ec2
----

The ec2 discovery is using the same credentials as the rest of the AWS services provided by this plugin (`repositories`).
See <<cloud-aws-usage>> for details.

The following are a list of settings (prefixed with `discovery.ec2`) that can further control the discovery:

`groups`::

    Either a comma separated list or array based list of (security) groups.
    Only instances with the provided security groups will be used in the
    cluster discovery. (NOTE: You could provide either group NAME or group
    ID.)

`host_type`::

    The type of host type to use to communicate with other instances. Can be
    one of `private_ip`, `public_ip`, `private_dns`, `public_dns`. Defaults to
    `private_ip`.

`availability_zones`::

    Either a comma separated list or array based list of availability zones.
    Only instances within the provided availability zones will be used in the
    cluster discovery.

`any_group`::

    If set to `false`, will require all security groups to be present for the
    instance to be used for the discovery. Defaults to `true`.

`ping_timeout`::

    How long to wait for existing EC2 nodes to reply during discovery.
    Defaults to `3s`. If no unit like `ms`, `s` or `m` is specified,
    milliseconds are used.

[[cloud-aws-discovery-permissions]]
===== Recommended EC2 Permissions

EC2 discovery requires making a call to the EC2 service. You'll want to setup
an IAM policy to allow this. You can create a custom policy via the IAM
Management Console. It should look similar to this.

[source,js]
----
{
  "Statement": [
    {
      "Action": [
        "ec2:DescribeInstances"
      ],
      "Effect": "Allow",
      "Resource": [
        "*"
      ]
    }
  ],
  "Version": "2012-10-17"
}
----

[[cloud-aws-discovery-filtering]]
===== Filtering by Tags

The ec2 discovery can also filter machines to include in the cluster based on tags (and not just groups). The settings
to use include the `discovery.ec2.tag.` prefix. For example, setting `discovery.ec2.tag.stage` to `dev` will only
filter instances with a tag key set to `stage`, and a value of `dev`. Several tags set will require all of those tags
to be set for the instance to be included.

One practical use for tag filtering is when an ec2 cluster contains many nodes that are not running elasticsearch. In
this case (particularly with high `ping_timeout` values) there is a risk that a new node's discovery phase will end
before it has found the cluster (which will result in it declaring itself master of a new cluster with the same name
- highly undesirable). Tagging elasticsearch ec2 nodes and then filtering by that tag will resolve this issue.

[[cloud-aws-discovery-attributes]]
===== Automatic Node Attributes

Though not dependent on actually using `ec2` as discovery (but still requires the cloud aws plugin installed), the
plugin can automatically add node attributes relating to ec2 (for example, availability zone, that can be used with
the awareness allocation feature). In order to enable it, set `cloud.node.auto_attributes` to `true` in the settings.

[[cloud-aws-discovery-endpoint]]
===== Using other EC2 endpoint

If you are using any EC2 api compatible service, you can set the endpoint you want to use by setting
`cloud.aws.ec2.endpoint` to your URL provider.

[[cloud-aws-repository]]
==== S3 Repository

The S3 repository is using S3 to store snapshots. The S3 repository can be created using the following command:

[source,json]
----
PUT _snapshot/my_s3_repository
{
  "type": "s3",
  "settings": {
    "bucket": "my_bucket_name",
    "region": "us-west"
  }
}
----
// AUTOSENSE

The following settings are supported:

`bucket`::

    The name of the bucket to be used for snapshots. (Mandatory)

`region`::

    The region where bucket is located. Defaults to US Standard

`endpoint`::

    The endpoint to the S3 API. Defaults to AWS's default S3 endpoint. Note
    that setting a region overrides the endpoint setting.

`protocol`::

    The protocol to use (`http` or `https`). Defaults to value of
    `cloud.aws.protocol` or `cloud.aws.s3.protocol`.

`base_path`::

    Specifies the path within bucket to repository data. Defaults to
    value of `repositories.s3.base_path` or to root directory if not set.

`access_key`::

    The access key to use for authentication. Defaults to value of
    `cloud.aws.access_key`.

`secret_key`::

    The secret key to use for authentication. Defaults to value of
    `cloud.aws.secret_key`.

`chunk_size`::

    Big files can be broken down into chunks during snapshotting if needed.
    The chunk size can be specified in bytes or by using size value notation,
    i.e. `1g`, `10m`, `5k`. Defaults to `100m`.

`compress`::

    When set to `true` metadata files are stored in compressed format. This
    setting doesn't affect index files that are already compressed by default.
    Defaults to `false`.

`server_side_encryption`::

    When set to `true` files are encrypted on server side using AES256
    algorithm. Defaults to `false`.

`buffer_size`::

    Minimum threshold below which the chunk is uploaded using a single
    request. Beyond this threshold, the S3 repository will use the
    http://docs.aws.amazon.com/AmazonS3/latest/dev/uploadobjusingmpu.html[AWS Multipart Upload API]
    to split the chunk into several parts, each of `buffer_size` length, and
    to upload each part in its own request. Note that positioning a buffer
    size lower than `5mb` is not allowed since it will prevents the use of the
    Multipart API and may result in upload errors. Defaults to `5mb`.

`max_retries`::

    Number of retries in case of S3 errors. Defaults to `3`.


The S3 repositories use the same credentials as the rest of the AWS services
provided by this plugin (`discovery`). See <<cloud-aws-usage>> for details.

Multiple S3 repositories can be created. If the buckets require different
credentials, then define them as part of the repository settings.

[[cloud-aws-repository-permissions]]
===== Recommended S3 Permissions

In order to restrict the Elasticsearch snapshot process to the minimum required resources, we recommend using Amazon
IAM in conjunction with pre-existing S3 buckets. Here is an example policy which will allow the snapshot access to an
 S3 bucket named "snaps.example.com". This may be configured through the AWS IAM console, by creating a Custom Policy,
 and using a Policy Document similar to this (changing snaps.example.com to your bucket name).

[source,js]
----
{
  "Statement": [
    {
      "Action": [
        "s3:ListBucket",
        "s3:GetBucketLocation",
        "s3:ListBucketMultipartUploads",
        "s3:ListBucketVersions"
      ],
      "Effect": "Allow",
      "Resource": [
        "arn:aws:s3:::snaps.example.com"
      ]
    },
    {
      "Action": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:DeleteObject",
        "s3:AbortMultipartUpload",
        "s3:ListMultipartUploadParts"
      ],
      "Effect": "Allow",
      "Resource": [
        "arn:aws:s3:::snaps.example.com/*"
      ]
    }
  ],
  "Version": "2012-10-17"
}
----

You may further restrict the permissions by specifying a prefix within the bucket, in this example, named "foo".

[source,js]
----
{
  "Statement": [
    {
      "Action": [
        "s3:ListBucket",
        "s3:GetBucketLocation",
        "s3:ListBucketMultipartUploads",
        "s3:ListBucketVersions"
      ],
      "Condition": {
        "StringLike": {
          "s3:prefix": [
            "foo/*"
          ]
        }
      },
      "Effect": "Allow",
      "Resource": [
        "arn:aws:s3:::snaps.example.com"
      ]
    },
    {
      "Action": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:DeleteObject",
        "s3:AbortMultipartUpload",
        "s3:ListMultipartUploadParts"
      ],
      "Effect": "Allow",
      "Resource": [
        "arn:aws:s3:::snaps.example.com/foo/*"
      ]
    }
  ],
  "Version": "2012-10-17"
}
----

The bucket needs to exist to register a repository for snapshots. If you did not create the bucket then the repository
registration will fail. If you want elasticsearch to create the bucket instead, you can add the permission to create a
specific bucket like this:

[source,js]
----
{
   "Action": [
      "s3:CreateBucket"
   ],
   "Effect": "Allow",
   "Resource": [
      "arn:aws:s3:::snaps.example.com"
   ]
}
----

[[cloud-aws-repository-endpoint]]
===== Using other S3 endpoint

If you are using any S3 api compatible service, you can set a global endpoint by setting `cloud.aws.s3.endpoint`
to your URL provider. Note that this setting will be used for all S3 repositories.

Different `endpoint`, `region` and `protocol` settings can be set on a per-repository basis
See <<cloud-aws-repository>> for details.

[[cloud-aws-testing]]
==== Testing AWS

Integrations tests in this plugin require working AWS configuration and therefore disabled by default. Three buckets
and two iam users have to be created. The first iam user needs access to two buckets in different regions and the final
bucket is exclusive for the other iam user. To enable tests prepare a config file elasticsearch.yml with the following
content:

[source,yaml]
----
cloud:
    aws:
        access_key: AKVAIQBF2RECL7FJWGJQ
        secret_key: vExyMThREXeRMm/b/LRzEB8jWwvzQeXgjqMX+6br

repositories:
    s3:
        bucket: "bucket_name"
        region: "us-west-2"
        private-bucket:
            bucket: <bucket not accessible by default key>
            access_key: <access key>
            secret_key: <secret key>
        remote-bucket:
            bucket: <bucket in other region>
            region: <region>
	external-bucket:
	    bucket: <bucket>
	    access_key: <access key>
	    secret_key: <secret key>
	    endpoint: <endpoint>
	    protocol: <protocol>

----

Replace all occurrences of `access_key`, `secret_key`, `endpoint`, `protocol`, `bucket` and `region` with your settings.
Please, note that the test will delete all snapshot/restore related files in the specified buckets.

To run test:

[source,sh]
----
mvn -Dtests.aws=true -Dtests.config=/path/to/config/file/elasticsearch.yml clean test
----